Grantham, Mayo, Van Otterloo & Co. LLC
Top Portfolio Positions
599 positions ·
$38,945,436,371 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
6,176,138 | $2,286,221,003 | 5.87% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
6,900,577 | $1,984,329,922 | 5.10% | |
| JNJ |
Johnson & Johnson
Healthcare
|
7,278,866 | $1,779,246,005 | 4.57% | |
| AAPL |
Apple Inc.
Technology
|
6,937,574 | $1,760,686,905 | 4.52% | |
| META |
Meta Platforms, Inc.
Communication Services
|
3,073,041 | $1,758,178,947 | 4.51% | |
| LRCX |
Lam Research Corp
Technology
|
6,904,206 | $1,475,152,653 | 3.79% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
6,229,375 | $1,297,391,931 | 3.33% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
2,502,206 | $1,229,909,315 | 3.16% | |
| AVGO |
Broadcom Inc.
Technology
|
3,348,517 | $1,036,399,496 | 2.66% | |
| USB |
US Bancorp De
Financial Services
|
19,113,643 | $994,100,572 | 2.55% |
Portfolio Trend
25 quarters · across all stocks
Holdings in JNJ
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,779,246,005 | 7,278,866 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,467,097,316 | 7,089,139 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,263,673,456 | 6,815,195 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,001,189,335 | 6,554,431 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,129,832,596 | 6,812,787 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $919,818,342 | 6,360,243 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,020,011,636 | 6,294,037 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $880,524,257 | 6,024,386 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $763,667,287 | 4,827,532 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $624,822,693 | 3,986,364 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $583,261,477 | 3,744,857 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $556,614,297 | 3,362,822 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $465,002,945 | 3,000,019 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $518,413,871 | 2,934,695 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $490,488,236 | 3,002,499 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $403,606,972 | 2,273,714 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $457,240,993 | 2,579,930 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $437,198,295 | 2,555,669 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $407,105,808 | 2,520,779 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $394,985,730 | 2,397,631 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $385,434,441 | 2,345,205 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $367,286,047 | 2,333,753 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $351,161,022 | 2,358,685 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $319,830,730 | 2,274,271 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $305,120,758 | 2,326,857 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||